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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Patricia McGreevy-Evans (CRD# 4704650) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 20 years of experience in the finance industry.
Kevin McPeek (CRD# 6639426) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has over 7 years of experience in the finance industry. Kevin McPeek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Derek Miller (CRD# 6309723) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 8 years of experience in the finance industry. Derek Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jared Miller (CRD# 5958875) is an Investment Advisor Representative working at Stonex Advisors Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.
Mark Miller (CRD# 4223258) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 23 years of experience in the finance industry.
Ernest Mishne (CRD# 2091091) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 33 years of experience in the finance industry.
Gregory Morris (CRD# 1718259) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 36 years of experience in the finance industry.
Kent Mosher (CRD# 3176932) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 20 years of experience in the finance industry.
Thomas Moughan (CRD# 4282451) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.
Christopher Muirhead (CRD# 5964729) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.